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← WO Overview

WO-01299608 ↗ ServiceMax

Oak Street Health • Inspection • PSM

📍 Oak Street Health - Oak Forest — 5500 W. 12th Street, Little Rock AR, 72204

Aug 26, 2025 → Mar 2, 2026

✅ Completed
PSM
SLA Clock
Last business day of August 2025 · Target: Aug 29, 2025
✗ SLA Missed (121 biz days late)
Active: 125 biz days
🕐 Clock stopped: Completed (Mar 2, 2026)
▶ Clock Running
Status: Created
Aug 26 → Aug 26, 2025
0 business days (counted)
Running total: 0 of ? biz days used
28d
▶ Clock Running
Status: Ready for Scheduling
Aug 26 → Oct 6, 2025
28 business days (counted)
Running total: 28 of ? biz days used
16d
▶ Clock Running
Status: Assigned
Oct 6 → Oct 29, 2025
16 business days (counted)
Running total: 44 of ? biz days used
▶ Clock Running
Status: On Hold
Oct 29 → Oct 29, 2025
0 business days (counted)
Running total: 44 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Oct 29 → Oct 31, 2025
2 business days (counted)
Running total: 46 of ? biz days used
17d
▶ Clock Running
Status: Assigned
Oct 31 → Nov 30, 2025
17 business days (counted)
Running total: 63 of ? biz days used
39d
▶ Clock Running
Status: On Hold
Nov 30 → Jan 27, 2026
39 business days (counted)
Running total: 102 of ? biz days used
13d
▶ Clock Running
Status: Ready for Scheduling
Jan 27 → Feb 16, 2026
13 business days (counted)
Running total: 115 of ? biz days used
▶ Clock Running
Status: Assigned
Feb 16 → Feb 20, 2026
4 business days (counted)
Running total: 119 of ? biz days used
▶ Clock Running
Status: Scheduled
Feb 20 → Feb 27, 2026
5 business days (counted)
Running total: 124 of ? biz days used
▶ Clock Running
Status: Tech On Site
Feb 27 → Feb 27, 2026
0 business days (counted)
Running total: 124 of ? biz days used
▶ Clock Running
Status: Scheduled
Feb 27 → Mar 2, 2026
1 business day (counted)
Running total: 125 of ? biz days used
▶ Clock Running
Status: Tech On Site
Mar 2 → Mar 2, 2026
0 business days (counted)
Running total: 125 of ? biz days used
Created: Aug 26, 2025 Completed: Mar 2, 2026
Show SLA Clock Detail (13 periods)
Period Status Clock Biz Days Running Total
Aug 26 → Aug 26 Created ▶ Running 0 0
Aug 26 → Oct 6 Ready for Scheduling ▶ Running 28 28
Oct 6 → Oct 29 Assigned ▶ Running 16 44
Oct 29 → Oct 29 On Hold ▶ Running 0 44
Oct 29 → Oct 31 Ready for Scheduling ▶ Running 2 46
Oct 31 → Nov 30 Assigned ▶ Running 17 63
Nov 30 → Jan 27 On Hold ▶ Running 39 102
Jan 27 → Feb 16 Ready for Scheduling ▶ Running 13 115
Feb 16 → Feb 20 Assigned ▶ Running 4 119
Feb 20 → Feb 27 Scheduled ▶ Running 5 124
Feb 27 → Feb 27 Tech On Site ▶ Running 0 124
Feb 27 → Mar 2 Scheduled ▶ Running 1 125
Mar 2 → Mar 2 Tech On Site ▶ Running 0 125
Dispatch 0.0d
Holding 39.0d (excluded)
Coordinators 91.0d
Field Work 2.0d
Billing 21.0d
✗ SLA Missed
Dispatch
0.0 days
Holding (excluded from total)
39.0 days
Coordinators
91.0 days
Over SLA
Field Work
2.0 days
Billing
21.0 days
Over SLA
Created: Aug 26, 2025 Due: Feb 27, 2026 Completed: Mar 2, 2026 (2 days late)
📅
126.0 days Total Age
⏱️
39.0d in On Hold Longest Stage
🔄
16 transitions Status Changes
⚠️
104.3d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
11 lines Work Details
🏠
2 visits On-Site Trips
👤
Self-Scheduled Scheduling
🔄
2 On-Site Visits
2 on-site visits — follow-up trip required
👤 Self-scheduled by Christopher Carroll — scheduling delays attributed to technician, not coordinators
Visit 1 Feb 27, 2026
Visit 2 Mar 2, 2026

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00521998
eBiotrack - Automated New Inspection Created
Closed
Annual Equipment Electrical Safety Test And Calibration Service This customer is VT/Full-Service. All parts orders and warranty inquires need to be handled by EMSAR. 86 pieces https://www.ebiotrack.com/inspection.php?iid=29559
Priority
Standard
Origin
Email
Reason
New Case
Contact
John Rhodes
Owner
Sherry Reich
Created
Aug 26, 2025
Work Orders from this Case (1)
WO-01299608 (current) Invoiced
Inspection • Christopher Carroll
Created: Aug 26, 2025 • Closed: Mar 2, 2026
Completed with significant delays
Invoiced • 354 days old
🚨
Primary Delay 39.0 days stuck in "On Hold"
⏱️
Total Delay 104.3 business days over SLA thresholds

SLA vs Actual Time by Status

Actual (within SLA)
Actual (over SLA)
SLA Target
Entered
0.0d / 0.5d SLA
Ready for Scheduling
45.7d / 1.0d SLA
Assigned
38.4d / 0.5d SLA
On Hold
39.0d
Scheduled
6.9d / 2.0d SLA
Tech On Site
2.0d / 1.0d SLA
Closed
2.1d / 1.0d SLA
Ready to Bill
20.9d / 1.0d SLA
Invoice Pending
0.1d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

3/5/26 RBerry- Updated delay code to tool related. Per tech notes: Scanner delivered did not work. Tech did manual entering of codes. Slowed WO down very much. Explained before hand to site may have to return monday due to this.


2/27 MOwens FSE called me to let me know he will have to return on 3/2 to finish the inspection. Ms Davis said that was okay with her.

2/20 MOwens Sannecia Davis called back and the visit is scheduled for 2/27 from 9-5.

2/19 MOwens Called to speak to Nathan Sanders. Left a msg for the practice manager Seneca to call back about scheduling the visit.

2/19 MOwens Called to speak to Nathan Sanders but call disconnected.

2/12 MOwens Called to speak to Nathan Sanders. Left a vm for him to call back about scheduling the inspection visit during the week of 2/23.

1/27/26 SBerry: Practice manager currently vacant; Secondary contact added to special instructions. Due date updated. WO moved to RFS

11/30/2025 Sramen - escalating to ASM again. New POC is also unresponsive.

11/13/2025 LHill-called (504) 237-3362 for Ashley Smith but was unable to leave a message.


11/13/2025 LHill-sent email to Ashley Smith about scheduling the inspection visit.

See logged email.


10/31 MOwens Sent an email to Ashley Smith about scheduling the inspection visit.


10/29 SBerry: POC updated

10/29 MOwens Tried to call Ashley Smith but could not leave a vm as the mailbox is not setup. Escalated to SBerry

10/14 MOwens Called to speak to Ashley Smith. Could not leave a vm because it is not setup.

10/7 MOwens Called to speak to Ashley Smith. Was not able to leave a vm for her to call back.

10/2 MOwens Sent chatter to Kaitlyn asking if Zach can take this WO.

CONFIRMED


09/08/2025 LH spoke w/Ashley Smith at 312-515-7334. She confirmed equipment and contact.


Scheduling ahead needed: Yes

Certain day or time: anytime M-F 8AM - 5PM.

Confirmed contact information is correct: Yes


09/08/2025 LHill-chatter to Scott Berry to update the POC.


09/08/2025 LHill Called 859) 402-5309 for John Rhodes. He informed me he is no longer an employee at this site. I can mabye try Ashley Smith 312-515-7334.

🔧 Work Performed
Technician Findings upon arrival: Units due on site for inspection What caused the issue: Units due on site for inspection Actions Taken/Work Performed: Performed inspection of assigned units on site Final Resolution: Successful completion of inspection 2/27 cc Scanner delivered did not work. Tech did manual entering of codes. Slowed WO down very much. Explained before hand to site may have to return monday due to this. Site states that is "perfectly fine"
🔍 Technician Findings
Technician Findings upon arrival: Units due on site for inspection What caused the issue: Units due on site for inspection Actions Taken/Work Performed: Performed inspection of assigned units on site Final Resolution: Successful completion of inspection
⚠️ Problem Description
Annual Equipment Electrical Safety Test And Calibration Service This customer is VT/Full-Service. All parts orders and warranty inquires need to be handled by EMSAR. 86 pieces https://www.ebiotrack.com/inspection.php?iid=29559

Timeline

📞
Case Linked Aug 26, 7:00 AM
Case Number: 00521998
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
2 Work Order Created Aug 26, 9:28 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Sherry Reich
From: Entered
To: Ready for Scheduling
Duration in Previous: 2m
🚨 29.0 business days
👷
2 Status: Assigned Oct 6, 2:32 PM
Status: Assigned → Technician Assigned
👷
Technician Assigned by Melissa Owens
Technician: Michael Swingle
🚨 17.0 business days
⏸️
Status: On Hold by Melissa Owens Oct 29, 11:03 AM
From: Assigned
To: On Hold
Duration in Previous: 22d 20h
📅
Status: Ready for Scheduling by Scott Berry Oct 29, 11:19 AM
From: On Hold
To: Ready for Scheduling
Duration in Previous: 16m
3.0 business days
👷
2 Technician Assigned Oct 31, 1:52 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Melissa Owens
From: Ready for Scheduling
To: Assigned
Duration in Previous: 2d 2h
🚨 18.0 business days
⏸️
Status: On Hold by Stephanie Ramen Nov 30, 5:11 PM
From: Assigned
To: On Hold
Duration in Previous: 30d 4h
🚨 39.0 business days
📅
Status: Ready for Scheduling by Scott Berry Jan 27, 1:31 PM
From: On Hold
To: Ready for Scheduling
Duration in Previous: 57d 20h
🚨 14.0 business days
👷
2 Status: Assigned Feb 16, 11:54 AM
Status: Assigned → Technician Assigned
👷
Technician Assigned by Melissa Owens
Technician: Christopher Carroll
4.0 business days
🗓️
2 Status: Scheduled Feb 20, 1:31 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Melissa Owens
Scheduled For: 2026-02-27T13:30:00.000+0000
⚠️ 6.0 business days
🔧
Status: Tech On Site by Christopher Carroll Feb 27, 9:33 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 6d 20h
🗓️
2 Status: Scheduled Feb 27, 5:15 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Melissa Owens
Scheduled For: 2026-03-02T13:30:00.000+0000
💵
Expenses Added Feb 27, 5:56 PM
Type: Expenses
Status: Open
Qty: 1
⏱️
2 4x Labor Added Feb 27, 6:08 PM
4x Labor Added → Labor Added
⏱️
Labor Added
Type: Labor
Status: Open
Qty: 0.5
1.7 business days
🔧
Status: Tech On Site by Christopher Carroll Mar 2, 9:27 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 2d 16h
⏱️
3x Labor Added Mar 2, 4:16 PM
Type: Labor, Travel
Status: Open
Qty: 0.5, 10
⏱️
2x Labor Added Mar 2, 6:09 PM
Type: Labor
Status: Open
Qty: 7.5, 0.5
✔️
Status: Completed by Christopher Carroll Mar 2, 6:14 PM
From: Tech On Site, Completed
To: Completed, Closed
Duration in Previous: 8h 47m, 0m
2.7 business days
📄
Status: Ready to Bill by Diane Patton Mar 4, 11:34 AM
From: Closed
To: Ready to Bill
Duration in Previous: 1d 17h
🚨 21.0 business days
📨
Status: Invoice Pending by Diane Patton Apr 1, 5:30 PM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 28d 4h
🧾
2 Invoice Created Apr 1, 6:10 PM
Invoice Created → Status: Invoiced
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 39m

Bottlenecks

Ready for Scheduling
Duration: 29.0 business days (threshold: 1.0 business days)
Exceeded by 28.0 business days
Assigned
Duration: 16.7 business days (threshold: 4.0 business hours)
Exceeded by 16.2 business days
Ready for Scheduling
Duration: 3.0 business days (threshold: 1.0 business days)
Exceeded by 2.0 business days
Assigned
Duration: 17.8 business days (threshold: 4.0 business hours)
Exceeded by 17.3 business days
Ready for Scheduling
Duration: 13.7 business days (threshold: 1.0 business days)
Exceeded by 12.7 business days
Assigned
Duration: 4.0 business days (threshold: 4.0 business hours)
Exceeded by 3.5 business days
Scheduled
Duration: 5.7 business days (threshold: 2.0 business days)
Exceeded by 3.7 business days
Closed
Duration: 2.1 business days (threshold: 1.0 business days)
Exceeded by 1.1 business days
Ready to Bill
Duration: 20.9 business days (threshold: 1.0 business days)
Exceeded by 19.9 business days

🔗 Related Artifacts

📞
Case 00521998
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
Edge
Technician
Christopher Carroll
Scheduled
Mar 2, 8:30 AM
Created
Aug 26, 9:28 AM
Invoice #
SM-258111

Work Details (11)

Name Type Status Qty Amount Date
WL-03123937 Expenses Open 1 $0.00 Feb 27, 5:56 PM
WL-03123965 Labor Open 0.5 $0.00 Feb 27, 6:08 PM
WL-03123966 Labor Open 8.5 $0.00 Feb 27, 6:08 PM
WL-03123967 Travel Open 10 - Feb 27, 6:08 PM
WL-03123968 Travel Open 10 - Feb 27, 6:08 PM
WL-03123983 Labor Open 0.5 $0.00 Feb 27, 6:12 PM
WL-03126625 Labor Open 0.5 $0.00 Mar 2, 4:16 PM
WL-03126626 Travel Open 10 - Mar 2, 4:16 PM
WL-03126627 Travel Open 10 - Mar 2, 4:16 PM
WL-03126857 Labor Open 7.5 $2,294.20 Mar 2, 6:09 PM
WL-03126858 Labor Open 0.5 $0.00 Mar 2, 6:09 PM

Details